Orbis OEIC Global Equity Fund Standard Share ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 15.58 | -12.50 | 18.73 | 13.36 | 10.60 | -0.03 | 15.97 | 8.57 |
+/- Category | 3.01 | -5.79 | -0.31 | 2.77 | -7.45 | 9.31 | 3.21 | 2.68 |
+/- Category Index | 2.46 | -8.99 | -2.83 | 1.10 | -9.06 | 7.68 | 0.72 | 2.05 |
% Rank in Category | 18 | 91 | 58 | 28 | 89 | 6 | 29 | 13 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.17 | 1.41 | 0.28 |
1 Week | 0.09 | -0.13 | -0.66 |
1 Month | -1.59 | 0.60 | -0.30 |
3 Months | 7.00 | 2.97 | 2.42 |
6 Months | 15.73 | 2.26 | 1.67 |
YTD | 9.24 | 3.42 | 1.84 |
1 Year | 25.64 | 11.27 | 6.50 |
3 Years Annualised | 8.84 | 2.77 | 0.65 |
5 Years Annualised | 11.33 | 2.55 | 0.65 |
10 Years Annualised | 11.46 | 1.90 | -0.09 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.41 | - | - | - |
2023 | 1.57 | 3.51 | 5.61 | 4.45 |
2022 | -2.31 | -4.79 | 1.35 | 6.04 |
2021 | 6.08 | 4.38 | -0.99 | 0.88 |
2020 | -18.62 | 22.09 | 1.26 | 12.67 |
2019 | 6.44 | 3.23 | 3.76 | 4.13 |
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